Tips & Shortcuts
Tips & Shortcuts
Section titled “Tips & Shortcuts”This guide covers productivity features and time-saving tips to help you work more efficiently in the SCF Controls Platform.
Search Features
Section titled “Search Features”Search is available throughout the platform. Each search box searches different fields:
| Location | Searches |
|---|---|
| Control Library | SCF ID, name, description, domain |
| Control Scoping | SCF ID, name, description, domain |
| Evidence Scoping | Control name, evidence name |
| Systems Registry | Name, description, vendor |
| User Management | Name, email |
Filtering
Section titled “Filtering”Control Filters
Section titled “Control Filters”In the Control Library and Control Scoping views, click the Filters button to reveal filter dropdowns:
| Filter | Options |
|---|---|
| Domain | Access Control, Asset Management, Business Continuity, etc. |
| Theme | Governance, Protection, Detection, Response |
| Type | Policy, Technical, Operational |
An orange dot appears on the Filters button when any filter is active.
Task Filters
Section titled “Task Filters”In the Tasks view, filter by:
- Status — All, Not Started, In Progress, Completed
- Type — All, Evidence Collection, Control Implementation, Review
Systems Registry Filters
Section titled “Systems Registry Filters”Filter systems by:
- Type — SaaS, On-Prem, Hybrid, Service Provider
- Status — Active, Inactive, Deprecated, Planned
- Collector — Filter by assigned collection interface
Auto-Sync and Refresh
Section titled “Auto-Sync and Refresh”The platform automatically syncs data every 30 seconds:
- Sync indicator appears in the header showing last sync time
- “Syncing…” appears during active refresh
- “Paused (editing)” shows when editing to prevent data conflicts
- Click 🔄 Refresh button to manually sync immediately
Database Management
Section titled “Database Management”Click 📊 Database in the header to access:
Statistics
Section titled “Statistics”View counts of all records in the system:
- Scoped controls
- Evidence tracking entries
- Tasks, comments, systems
- Organization members
Backup & Restore
Section titled “Backup & Restore”- Download Backup — Export all data as JSON file with timestamp
- Restore from Backup — Upload a previous backup to restore data
Notifications
Section titled “Notifications”The notification bell in the header shows:
- New tasks assigned to you
- Comments mentioning you
- Tasks approaching due dates
Click a notification to navigate directly to the relevant item.
Bulk Operations
Section titled “Bulk Operations”Control Scoping
Section titled “Control Scoping”When selecting controls for your compliance scope:
- Use filters to narrow down to a domain or theme
- Review and select controls individually
- Changes save automatically to the database
Evidence Scheduling
Section titled “Evidence Scheduling”In Evidence Scoping, set collection frequency for multiple evidence items:
| Frequency | Description |
|---|---|
| One-time | Collect once during initial assessment |
| Monthly | Recurring monthly collection |
| Quarterly | Recurring quarterly collection |
| Annually | Recurring annual collection |
| On-demand | Collect only when specifically requested |
Quick Actions
Section titled “Quick Actions”Control Detail Panel
Section titled “Control Detail Panel”When viewing a control, quickly access:
- Graph View — Visual representation of control relationships
- Framework Mappings — See which frameworks this control addresses
- Required Evidence — List of evidence artifacts needed
Evidence Detail Panel
Section titled “Evidence Detail Panel”When viewing an evidence item:
- Link to System — Associate evidence with a registered system
- Set Collection Method — Define how evidence is collected
- Create Task — Generate a collection task with one click
- Add Comment — Collaborate with team members
Time-Saving Workflows
Section titled “Time-Saving Workflows”Starting a New Framework Implementation
Section titled “Starting a New Framework Implementation”- Go to Dashboard → Review framework coverage
- Go to Control Scoping → Filter by framework
- Select all applicable controls → They auto-save
- Go to Evidence Scoping → Set collection schedules
- Create tasks for evidence collection
Preparing for an Audit
Section titled “Preparing for an Audit”- Go to Evidence Reporting → Review coverage status
- Filter by framework being audited
- Identify any missing evidence (red/yellow status)
- Create tasks to collect missing items
- Export status report for auditor preparation
Daily Task Review
Section titled “Daily Task Review”- Click Tasks in sidebar
- Use “My Tasks” view to see your assignments
- Filter by status to focus on in-progress items
- Click any task to update status or add notes
Browser Tips
Section titled “Browser Tips”Hard Refresh
Section titled “Hard Refresh”If the interface seems stale after an update:
- Windows/Linux: Ctrl + Shift + R
- macOS: Cmd + Shift + R
Multiple Tabs
Section titled “Multiple Tabs”Open multiple views simultaneously:
- Dashboard in one tab for overview
- Control Scoping in another for detailed work
- Tasks in a third for tracking progress
Related Guides
Section titled “Related Guides”- Dashboard — Overview of your compliance posture
- Control Scoping — Selecting applicable controls
- Evidence Scoping — Managing evidence collection